How to Create a Marketing Report in 3 Simple Steps

 

How to Create a Marketing Report in 3 Simple Steps

Are you struggling to create a good marketing report?

You may have no idea where to start, and the blank document in front of you may feel a bit, well, terrifying.

We know exactly how that feels. 

You’re wondering what metrics to include, how to organize different sections, and if the visualization will be comprehensive enough. 

And the clock is ticking.

But don’t worry. We’ll help you save your time and avoid stress by showing you exactly how to create a marketing report that’s accessible, actionable, and easy to understand.

Let’s dive in!

Step 1: Pick the Right Tool

Visual representations of your data help you analyze your performance better. That’s why it’s important to choose a tool that allows you to present your metrics both numerically and visually.

You will also benefit from choosing an all-in-one tool that lets you gather information from all your marketing channels in one place. That’ll work much better than jumping from one window or tab to another and wasting your time in the process.

Step 2: Choose Your Metrics

What are your campaign goals? Your report sections will depend on the answer to this question.

If you’re not currently working on improving your content marketing efforts, it may not make sense to measure your page per visit or bounce rate. But if your goal is to raise awareness of your brand on social media, you may want to include Reach and Impressions in your report.

What types of metrics are a must? No matter what you’re trying to achieve with your campaign, here’s how you can build your report and make it easy to comprehend and follow.

  1. Start with Outcome Metrics

Start with a representation of your results.

You can begin the report by giving an overview of what has been achieved with a specific campaign. Use metrics like Signups or Sessions, for instance, to give the viewer general information about the outcome of the campaign, and you can later drill-down on the specifics.

  1. Continue with Drill-Down Metrics

When you’re done with outcome metrics, focus on describing them more precisely.

For example, if you’re tracking Sessions, you’ll want to show where the traffic comes from. Use a drill-down metric to divide Sessions by channel. That’ll help you determine what channels pay off so you can invest more of your marketing efforts there in the future.

  1. Include Some Quality Metrics

When tracking outcome metrics, you’ll also want to measure their overall quality. Merely knowing the number of sessions per channel may not tell you a lot if you don’t determine how many of them led to signups or purchases.

  1. Finish with Output Metrics

And finally, output metrics are a vital section in your marketing report if you want to know what brought you results. If you’ve noticed an increase in website traffic or conversion rate, you’ll want to replicate the activities that led to you achieving the campaign goals.

By representing output metrics in the report, you help the viewer understand the outcome metrics better.

Step 3: Find a Good Template

Are you creating a marketing report for the first time?

Using a template may be a safe bet for you. Your dashboard will vary based on what you need to include in your report, so you can choose among a wide variety of pre-built dashboard templates like SEO dashboard templates, social media dashboard templates, website analytics, email marketing dashboards, and so on.

Create Stellar Marketing Reports like a Pro

See? Creating a fantastic marketing report may not be as complicated as it initially seemed.

All you have to do is select the relevant metrics and organize them in sections, so you can easily measure and compare them to gain insight into how your campaign is performing.

If you’re a newbie, templates can be of great help until you’re ready to build your very own marketing reports.


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